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Vericrest Private Wealth’s Microsoft MSFT Stock Holding History

Vericrest Private Wealth’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68M Sell
4,529
-266
-6% -$111K 1.5% 17
2025
Q4 		$2.32M Buy
+4,795
New +$2.4M 2.06% 17
2022
Q2 		$1.16M Hold
4,504
– – 1.42% 22
2022
Q1 		$1.39M Buy
4,504
+2
+0% +$602 1.44% 23
2021
Q4 		$1.51M Buy
+4,502
New +$1.46M 1.4% 24

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vericrest Private Wealth's MSFT Position: Q1 2026 in Review

Vericrest Private Wealth reduced its Microsoft (MSFT) stake by 5.5% in Q1 2026, selling an estimated $111K and leaving 4,529 shares worth $1.68M. The position accounts for 1.5% of the portfolio, ranked #17.

Vericrest Private Wealth first reported a position in MSFT in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.32M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Vericrest Private Wealth held 4,529 shares of Microsoft worth $1.68M as of Q1 2026.
  • Vericrest Private Wealth sold 266 Microsoft shares in Q1 2026, an estimated $111K.
  • Microsoft made up 1.5% of Vericrest Private Wealth's portfolio in Q1 2026, its #17 holding.
  • Vericrest Private Wealth first reported a position in Microsoft in Q4 2021 and has held it in 5 quarters since.
  • Vericrest Private Wealth's Microsoft position peaked at $2.32M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.